Analyzing a Customer Account

In this topic, you will learn how to analyze a customer account.

Steps:

1. Begin by navigating to the Account Overview page.

    

   Click the Main Menu button.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Customer Accounts menu.

   Step 3

4. Click the Customer Information menu.

   Step 4

5. Click the Account Overview menu.

   Step 5

6. Click the Look up SetID (Alt+5) button.

   Step 6

7. Click the USCSP link.

   Step 7

8. Click the Look up Unit (Alt+5) button.

   Step 8

9. Click the USCSP link.

   Step 9

10. Click the Look up Customer (Alt+5) button.

    Step 10

11. Click the Name 1 list.

    Step 11

12. Click the contains list item.

    Step 12

13. Click in the Name 1 field.

    Step 13

14. Enter the desired information into the Name 1 field.

     

    Enter "NSF".

    Step 14

15. Click the Look Up button.

    Step 15

16. Click the SPN0001730 link.

    Step 16

17. Click the Search button.

    Step 17

18. Click the Profile tab to view customer information.

    Step 18

19. Click the Item List link.

    Step 19

20. Click the Status list.

    Step 20

21. Click the All list item.

    Step 21

22. Click the Search button.

    Step 22

23. Click the Close button.

    Step 23

24. Click the Customer Information button.

    Step 24

25. Click the Payments menu.

    Step 25

26. Click the Search button.

    Step 26

27. Click the Customer Information button.

    Step 27

28. Click the Payment History menu.

    Step 28

29. Click the Search button.

    Step 29

30. Click the Home link to begin a new navigation.

    Step 30

Congratulations, you have successfully learned how to analyze a customer account.

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